Vistra Corp. reported a 51% year-over-year increase in Q3 '26 EBITDA to $2.4 billion, driven by higher power prices, strategic acquisitions, and strong segment growth. Despite a 40% stock decline from its all-time high and political concerns about an AI slowdown, the company remains well-positioned for the AI-driven energy demand surge. Long-term contracts with Meta and Amazon, along with low-capital expansion plans, support a target of $24 free cash flow per share by 2030. The analyst reaffirms a BUY rating, viewing market fears as exaggerated and highlighting Vistra's solid growth prospects.
Vistra Corp's stock is currently priced at USD 132.00 on Pluang as of Nov 12, 2026 18:51 WIB, down 1.09% for the day. The stock remains well below its 52-week high of USD 180.18, reflecting some market caution despite the company's strong earnings growth. Most Pluang investors are buying, with 74% of order activity favoring purchases over sales at this time.
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